Overnight, Tesla's stock surged by over 14%, hitting a new high since July 2023. According to data from the China Passenger Car Association, Tesla's Shanghai Super Factory delivered 68,280 vehicles in October 2024. According to media statistics, Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase.

Tesla is a pioneer brand in the electric vehicle industry. According to data from the China Passenger Car Association, Tesla's Shanghai Super Factory delivered 68,280 vehicles in October 2024. Media statistics show that Tesla's domestic sales in October exceeded 0.04 million vehicles, a 41% year-on-year increase. Huaxi Securities pointed out in the research report that Tesla pursues ultimate production efficiency and economies of scale through technological upgrades and supply chain optimization, leading the industry development with its smart driving technology. In the short term, Tesla drives demand growth through cost advantages and volume in exchange for price; in the mid-term, Tesla's strategy of new models + new factories + new technologies, expanding the product matrix, and accelerating the implementation of smart driving. Domestic suppliers respond rapidly, with strong cost optimization capabilities, and related targets in the industry chain are expected to continue to benefit.

According to the Financial Data Center, among related listed companies:

Melix controlling the core technology of integrated die-casting throughout the entire process, the company stated that Company T is a core customer, and the company will continue to monitor the market and business in related areas such as self-driving products and technologies.

Shanghai Daimay Automotive Interior provides sun visor products for Tesla, NIO, Xiaopeng, and Li Auto; supplies sun visors, headliners, and headliner central controllers for Rivian.